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2021-01-26

$理想汽车(LI)$理想的股权结构目前来看实在是太糟糕了，只能说没那么急切想从资本市场要钱，但会不会自信过头了？

2021-01-12

$蔚来(NIO)$果然

2021-01-12

$NIO(NIO)$如果蔚来很快可以发行完这次的可转票据可见资本对于蔚来的前景还是很看好的，而且手握500亿现金预计蔚来很快就会有大动作。个人猜测 1. 新车硬件这么大冗余，肯定是要在自动驾驶方面下大力气 2. 产能问题极有可能将在近期解决，也有可能会出资和某电池厂商合作推进生产固态电池。

2021-01-09

$蔚来(NIO)$说良心话，这个真的算贵吗，老车主下订的很多…

2021-01-06

$蔚来(NIO)$传言蔚来包了宁德时代一条磷酸铁锂生产线，还是要降低门槛啊

2021-01-02

$蔚来(NIO)$可以预见的是2021年很有可能将会是新能源汽车爆发式增长的起点，特斯拉每一次大降价都是新能源汽车产业的助推剂，这不是灭顶之灾，这是一次全新的机遇才对。

2020-11-27

$小鹏汽车(XPEV)$这绝对是特斯拉概念股

2020-11-24

$小鹏汽车(XPEV)$我开始意识到小鹏真正的价值在哪里了，其实就在于它和特斯拉若有若无的关联性，不管它技术怎么来的

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